Victoria Rodriguez
Houston,TX
Summary
Conistent and accountable Insurance Agent with 1+ years of professional experience in insurance industry. Performs variety of activities to administer and service customer insurance policies. Leverages resources and commitment to quality outcomes to achieve results.
Overview
13
13
years of professional experience
Work History
Operations Support Specialist
The Daniels Agencies
05.2023 - Current
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Responsible for, but not limited, to retaining customers by calling all clients on pending cancellation & cancellation reports, submitting towing claims, handling all undisclosed driver notifications, setting to-do's for all emails from our Agency owner, payment failures, flood & all expanded market renewals and cancellations, re-quotes/rewrites for non-pay terminated policies, and calling all clients losing ebill/epolicy discounts at renewal.
- Stayed committed to teamwork and owned all calls possible.
Purchasing Specialist
Coastal Floors, Inc
02.2021 - 01.2022
- Supervised timeliness of shipment arrivals and resolved problems relating to undelivered flooring goods
- Prepared purchase orders, entered bills from vendors, and invoiced customers in
- QuickBooks
- Purchased highest quality merchandise at lowest possible price to boost bottom line
- Kept the department efficient and successful with well-ordered documentation strategies, effective purchasing policies and positive vendor relations
- Monitored shipments to verify the on-time arrival of goods and proactively resolve delivery problems
- Responsible for all new construction flooring orders and coordinating installs for the following builders: Mattamy Homes, Meritage Homes, David Weekley Homes, and Beazer Homes
Office Manager/Executive Assistant to President
GG Schmitt & Sons, Inc
10.2017 - 12.2020
- Management team, handled busy phone system, and served as primary liaison between customers and upper-level management
- Coordinated and maintained office supplies for busy manufacturing office
- Backed up front-line staff with expert handling of various common and complex administrative tasks
- Planned and established office management systems, achieving enhanced organizational effectiveness and performance
- Developed an automated daily statistical report to enable managers to make data-driven decisions
- Implemented efficient workflow process improvement to enable more productivity without hiring additional staff
- Identified and closed employee skill gaps by assessing work, retraining, and coaching on improvement strategies
- Aided in compliance management by regularly checking documentation, records, and employee work
- Supervised and coordinated work of front office staff
- Interviewed, hired, and onboarded new employees with qualifications matching requirements
- Trained new employees in all aspects of office practices and procedures
Senior Processor
Sarasota Title Services, Inc
11.2016 - 08.2017
- Opened new files, ordered title, cleared title, and other processing work to execute a smooth, and claim-free closing
- Fulfilled title requests from lenders and created all CD's, ALTA settlement statements, HUD's, Deed's and all other closing documents
- Ordered payoffs, estoppels, surveys and anything needed to clear title
- Coordinated with loan officers, agents, customers and anyone else involved in the files to ensure a stress-free closing
- Collected sensitive information (SSN, current contact information, bank account and routing information) from customers to ensure that all parties have accurate information
- Scheduled all closings and coordinated with agents, customers, and lenders to ensure all parties were informed and comfortable
- Worked with the Closer's Choice program and various lender portals
Office Manager
Atlantic Motor GP LLC
06.2015 - 09.2016
- Served as central point of contact for all outside vendors needing to gain access to the building
- Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information
- Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software
- Monitored payments due from clients and promptly contacted clients with past due
- Jan 2009 payments
- Assisted the CEO with the production of the monthly financials, management reports and taxes Education due
- Maintained confidential information, such as pay rates, bonus targets and pay grades
- Wrote financial contracts for new customers financing with our company
- Managed daily office operations and maintenance of equipment
Human Resources Manager/Recruiter
Prominence Management Group
04.2014 - 06.2014
- Recruited approximately 40 applicants per day to interview the next day, while responding to ads and making over 100 phone calls a day for recruitment purposes with my former partner in position
- Working as a team, increased the employee base by 60% to meet changing staffing needs
- Answered employee questions regarding policies, responsibilities, training, payroll, and resolved any issues
- Advised managers on organizational policy matters and recommend needed changes
- Directed personnel, training and labor relations activities
- Contacted all job applicants to inform them of their application status
OPC Representative - OPC Supervisor
Silverleaf Resorts
06.2011 - 06.2013
- Exceeded expected number of Tour Bookings per week
- Had one of the best APG's in the Houston market for 2 years
- My Show Rate usually exceeded the average reps'
- Attended various events/venues all over Houston, TX
- Always showed initiative to be on time to events/shows to prepare ahead of time, to produce at the best of my ability
- Booked the most amount of qualified tours almost every week, compared to my fellow OPC teammates. Achieved 'Top Rep' numerous weeks/months, which led me to being promoted Jan 2007 to Supervisor over the OPC team
- Trained new and existing reps to obtain product knowledge and strategies to better themselves as sales reps
Education
Business Administration And Management
Sam Houston State University
2009
High School Diploma -
Langham Creek HS
2007
Skills
- Microsoft Office
- Administrative support
- Training and development
- Accounts payable and receivable
- Customer service
- Business development
- Process improvement
- Employee supervision
- Licensed Insurance Agent
Timeline
Operations Support Specialist
The Daniels Agencies
05.2023 - Current
Purchasing Specialist
Coastal Floors, Inc
02.2021 - 01.2022
Office Manager/Executive Assistant to President
GG Schmitt & Sons, Inc
10.2017 - 12.2020
Senior Processor
Sarasota Title Services, Inc
11.2016 - 08.2017
Office Manager
Atlantic Motor GP LLC
06.2015 - 09.2016
Human Resources Manager/Recruiter
Prominence Management Group
04.2014 - 06.2014
OPC Representative - OPC Supervisor
Silverleaf Resorts
06.2011 - 06.2013
Business Administration And Management
Sam Houston State University
High School Diploma -
Langham Creek HS
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